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Retirement Done Right w/ David & Pat
David Rath, CMT®, CFA® & Patrick Kalish, CFP®
12 episodes
3 days ago
🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...
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Investing
Business
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All content for Retirement Done Right w/ David & Pat is the property of David Rath, CMT®, CFA® & Patrick Kalish, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...
Show more...
Investing
Business
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Tools & Strategies To Taking On Healthcare In Retirement
Retirement Done Right w/ David & Pat
45 minutes
4 months ago
Tools & Strategies To Taking On Healthcare In Retirement
In this episode of Retirement Done Right, David Rath and Pat Kalish sit down with Cole Craven, co-founder of Move Health, to break down the complexities of healthcare planning for retirees—from Medicare vs. marketplace options to tax-saving strategies for early retirees. 🔹 Key Topics Covered: ✅ Pre-65 Healthcare Options – Cobra, marketplace plans, short-term insurance & more ✅ Medicare Explained – Parts A, B, C (Advantage), D, and Medigap supplements ✅ Tax Strategies – How income impacts...
Retirement Done Right w/ David & Pat
🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...